Transaction fees

Upfront advisor fee: 0.57%  (VAT incl.)

Upfront unit trust fee: NIL

Allan Gray platform admin fee: 0% – 0.138% p.a. (depending on portfolio selected)

Investonline.co.za annual fee: 0.57% p.a. (VAT incl.)

Unit trust fund managers fee: Varies per fund – please see individual fund fact sheets under funds available tab for details

Administration fees

Switching fee: NIL

Cancellation fee: NIL

Ad hoc valuation fee: NIL

Minimum investment amounts:

Minimum lump sum: R50 000 (R12 500 per fund)

Minimum debit order: R1 000 p.m. (R250 per fund)


Need Advice?

One of our investment consultants will contact you shortly.


Newsletter Signup

Please complete all information below to sign up.

Need Advice?

xxx OK

Select the Best Unit Trusts


Select the Best Unit Trusts

Calculate your investment type and get a personalised portfolio of premium unit trusts for you.
Investonline.co.za Next